Have you heard of the Savers Credit? For retirees and pre-retirees, the credit can be a good reason to keep making retirement plan contributions as long as possible.
The pension benefits of already-troubled plans can't be sustained through 30+ year retirements. Help your clients have a back-up plan for when the pension money is gone.
DebugScreen: mobile
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"articles": [
{
"uri": "/2016/08/17/seriously-office-of-retirement-savings-lost-and-fo/",
"title": "Seriously? Office of Retirement Savings Lost and Found?",
"byline": " Rich White ",
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"prettyDate": "August 17, 2016",
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"summary": "Lawmakers want to create a federal Office of Retirement Savings Lost and Found to centralize the info participants need to track IRAs.",
"body": null
},
{
"uri": "/2016/08/02/good-news-for-retired-clients-cola-and-tips/",
"title": "Good news for retired clients: COLA and TIPS",
"byline": "Rich White",
"kicker": "",
"prettyDate": "August 02, 2016",
"timeToRead": "3 minute",
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"kickerNode": [],
"summary": "Many retired clients have grown complacent about inflation and dont think it will affect their standard of living. But it might.",
"body": null
},
{
"uri": "/2016/07/20/help-clients-monitor-combined-mutual-fund-etf-flow/",
"title": "Help clients monitor combined mutual fund-ETF flows and trends",
"byline": " Rich White ",
"kicker": "",
"prettyDate": "July 20, 2016",
"timeToRead": "3 minute",
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"authors": [
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"kickerNode": [],
"summary": "How to tell clients the story that combined fund flows are telling about big-picture trends in retirement planning and investing.",
"body": null
},
{
"uri": "/2016/07/13/how-the-savers-credit-can-work-for-both-old-and-yo/",
"title": "How the Saver’s Credit can work for both old and young",
"byline": " Rich White ",
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"prettyDate": "July 13, 2016",
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"summary": "Have you heard of the Savers Credit? For retirees and pre-retirees, the credit can be a good reason to keep making retirement plan contributions as long as possible.",
"body": null
},
{
"uri": "/2016/07/06/dont-be-left-out-by-the-new-retirement-plan-paradi/",
"title": "Don’t be left out by the new retirement plan paradigm",
"byline": " Rich White ",
"kicker": "",
"prettyDate": "July 06, 2016",
"timeToRead": "3 minute",
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"authors": [
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],
"kickerNode": [],
"summary": "This year, a new paradigm begins with the launch of the first state-sponsored Secure Choice programs. Here are some things to be aware of.",
"body": null
},
{
"uri": "/2016/06/22/its-time-to-help-clients-double-check-their-saving/",
"title": "It's time to help clients double-check their savings discipline",
"byline": " Rich White ",
"kicker": "",
"prettyDate": "June 22, 2016",
"timeToRead": "3 minute",
"image": {
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"authors": [
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"kickerNode": [],
"summary": "With college costs soaring, defined benefit pensions disappearing, and Social Security wobbling, saving money is even more important.",
"body": null
},
{
"uri": "/2016/06/15/a-new-way-to-open-discussions-about-pension-benefi/",
"title": "A new way to open discussions about pension benefit reliability",
"byline": " Rich White ",
"kicker": "",
"prettyDate": "June 15, 2016",
"timeToRead": "3 minute",
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"authors": [
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],
"kickerNode": [],
"summary": "How to help clients decide what part of their pension benefits will be reliable, given funding realities.",
"body": null
},
{
"uri": "/2016/06/08/the-bad-news-about-medicare-buy-ins-for-pre-retire/",
"title": "The bad news about Medicare buy-ins for pre-retirees",
"byline": " Rich White ",
"kicker": "",
"prettyDate": "June 08, 2016",
"timeToRead": "3 minute",
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"authors": [
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"kickerNode": [],
"summary": "For Medicare, the math is never very good, especially when it comes to the public-option Medicare buy-in.",
"body": null
},
{
"uri": "/2016/06/01/take-time-to-learn-about-the-able-act/",
"title": "Take time to learn about the ABLE Act",
"byline": "Rich White",
"kicker": "",
"prettyDate": "June 01, 2016",
"timeToRead": "3 minute",
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"authors": [
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"kickerNode": [],
"summary": "How to advise clients with special needs children about the ABLE Act plans.",
"body": null
},
{
"uri": "/2016/05/24/tell-your-clients-stories-from-the-pension-wars/",
"title": "Tell your clients stories from the pension wars",
"byline": "Rich White",
"kicker": "",
"prettyDate": "May 24, 2016",
"timeToRead": "3 minute",
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"authors": [
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],
"kickerNode": [],
"summary": "The pension benefits of already-troubled plans can't be sustained through 30+ year retirements. Help your clients have a back-up plan for when the pension money is gone.",
"body": null
}
]
}
}
